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Michael Frew is an acquisition entrepreneur who buys online companies, primarily software and Software as a Service companies. He enjoyed a 20-year career as a software developer and information security specialist before purchasing his first online affiliate business in 2015. Today, he manages a growing 7 figure portfolio of online companies and m…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc thinks out loud about the future trends he sees in CRM - from collaboration to integration, the reality of what customers really ask for & he will build - this year & into th…
 
Susan Markey represents clients in general corporate, taxation, and nonprofit matters. She draws from a diverse background in government, accounting, and law to serve as a holistic business advisor, and believes that legal advice should be both easy to understand and practical. Susan assists clients with a wide array of tax issues, including tax co…
 
Scott Peterson is Vice President of U.S. Tax Policy and of Government Relations for Avalara, Inc. Scott is a frequent speaker and is a nationally recognized expert on sales tax policy, sales tax administration, and sales tax automation. Accounting Today named Scott to the Top 100 Most Influential People in Accounting in 2018, 2019 and 2020. Prior t…
 
Alex Nowrasteh is the director of immigration and trade at the Cato Institute’s Herbert A. Stiefel Center for Trade Policy Studies. His popular publications have appeared in the Wall Street Journal, USA Today, the Washington Post, and most other major publications in the United States. His peer-reviewed academic publications have appeared in The Wo…
 
Catherine Dahl is the CEO and co-founder of Beanworks by Quadient, also known as Sage AP Automation, an innovative platform that connects mid-sized enterprises from invoice to payment. Catherine is passionate about business process improvement and leads with a vision of making accounting easier and more enjoyable while increasing efficiency and red…
 
Dre Baldwin is a graduate of Penn State University and had a nine-year career as a professional basketball player. He’s a noted expert in discipline, confidence, mental toughness, and personal initiative. He authored 27 books and holds a YouTube Silver Play Button (100,000+ downloads). Today, he makes it easy for entrepreneurs to have consistent me…
 
David Bergstein is a Digital Evangelist and Catalyst for Change. He helps accounting firms grow their Client Accounting & Advisory Services practices. The future of accounting is all about real-time information. Accounting Today listed him as one of their Top 100 Most Influential People in both 2015 and 2017. Additionally, in 2018, Val Steed, CEO a…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc talks about how he chose the path or, rather, how the path chose him, to become a Sage CRM ISV partner, where he sees the future of Sage CRM heading in 2020 & beyond, and how…
 
In our latest podcast episode, Maureen talks with Samantha Mansfield, nationally recognized speaker and recipient of the 2019 AICPA Most Powerful Women in Accounting award, about implementing new technologies, robotic process automation (RPA), disruption mapping and more. Listen to the full podcast here, and now you can watch the podcast recording …
 
Marcey Rader is an award-winning global speaker, multi-certified health and productivity expert, and President of Rader Co. Her training company specializes in the accounting and biotech industries and partners with organizations to keep good people and rescue teams from burnout. She's trained thousands of people across the US and worldwide on how …
 
Cited in Episode #1 of The Soul of Enterprise, Declaring Independence from the Tyranny of Taylorism, Matthew Stewart has influenced Ron and Ed's thinking for over a decade. His seminal book, The Management Myth, eviscerates any notion that business is a science. It is art, full stop. During this episode, we will dig deep into Matthew's thinking and…
 
Liz Warner is currently a Partner Enablement Manager at Sage, focused on implementation and consultant enablement. Liz loves leading teams and is a proud self-proclaimed Operations Nerd – although she loves Strategy, too. Liz is originally from Montana and has a passion for national parks, travel, opera and astronomy. She currently works from her h…
 
Tom Hood, CPA, CITP, CGMA is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. Tom just stepped onto the global stage after 23 years as the CEO of the Maryland Association of CPAs. He was named the second most influential person in accounting by Accounting Today Magazine for the ninth year! LinkedIn …
 
In 2020, Zuora and Subscribed Institute commissioned The Harris Poll international survey on what consumers most value about subscriptions: The latest “The End of Ownership” report. And some fascinating findings from the latest Subscription Economy Index™. Why do consumers love subscriptions?: Convenience (42%) Variety (35%) Cost Savings (35%)…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this episode, Marc talks about how he started with Sage CRM, the shared experiences of CRM over the years, why user adoption is so important & how their products help embed CRM for their users.…
 
Ed and Ron were honored to have Joshua Gilder on the show. As former President Ronald Reagan’s senior speechwriter, his first speech for the President won acclaim for the line “Go Ahead, Make My Day!” He co-authored two State of the Union addresses and contributed to many of the President’s televised speeches from the Oval Office. He wrote Mr. Reag…
 
Bant Breen is a successful global marketing and media executive, entrepreneur, and academic. Bant is the Executive Chairman and Founder of Qnary, an award-winning executive reputation management and talent branding solutions company. Qnary was listed as one of the 360 best companies by Entrepreneur magazine in 2018 and 2019. In 2010 Bant was induct…
 
This topic was inspired by Fender, founded in 1946: It discovered that 90% of new guitar players quit within 3-6 months, many within 30 days. Those who stick with it for one year become a customer for life. So it created the Fender Play app, a digital library of over 3,000 online video lessons on how to play the guitar. It attracted around 130,000 …
 
Jamie Johns founded Sky Accountants in 2003. Sky Accountants has received several awards over the years, including the 2017 Panalitix's Accounting Business of the Year award, Jamie received the Institute of Public Accountants (IPA) 2017 Australian Member of the Year award, the IPA’s 2016 Victoria Practice of the Year award, and Panalitix's 2015 Mos…
 
Kathyrn Burmeister is a native Atlantan who is an animal rights advocate and a tireless advocate for her clients. Kathryn started her own law firm in October of 2018 and focuses exclusively on personal injury by giving a voice to those that have been hurt because of someone else. Her first book, Overcoming Addiction to the Status Quo, launches this…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk to Dan Cousins, President of a long-term Sage CRM specialist, My CRM Manager, based in Toronto, Canada. In this episode, Jeff picks up on the idea of 'explaining using pictures", talks further about 'value chain analysis', how CRM supports activities beyond accounting &…
 
Patrick Reasonover is a writer/producer at Just Add Firewater. He has produced two feature documentaries, including They Say It Can't Be Done, a look at how innovators are poised to solve the world’s greatest challenges, which launches Spring 2021. In 2020, he directed an animated comedy web series based on the NYTimes bestselling The Politically I…
 
Ron and Ed welcomed to the show the author of Ed's favorite book of 2019, The Case Against Reality, Professor Donald D Hoffman. (Or do they.) Donald Hoffman received a Bachelor of Arts degree in quantitative psychology from the University of California at Los Angeles (UCLA) in 1978 and earned his Doctorate of Philosophy in computational psychology …
 
As the founder and principal disrupter of ZTX Advisors, Jose Zavala has 8 years of public accounting experience. Jose spent his career working with small and medium-sized businesses through various CPA firms. He specializes in the intricacies of running small and medium-sized businesses. You will be well looked after with Jose’s background in advis…
 
David Jenyns' entrepreneurial journey began in his early twenties when he sold Australia’s most beloved sporting venue, the Melbourne Cricket Ground. Since then, his business experience has spanned from franchising retail clothing stores to founding one of Australia’s most trusted digital agencies, Melbourne SEO Services. In 2016, he successfully s…
 
Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated. Michelle also owns many other businesses in several different industries. As a 20-year veteran in the M&A industry, she is regarded as the leading authority on buying, selling, fixing, and growing businesses. Through her firm, she has sold over a thousand businesses in alm…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk to Dan Cousins, President of a long term Sage CRM specialist, My CRM Manager, based in Toronto, Canada. In this episode, Jeff continues the conversation with Dan about the value of Sage CRM as a hybrid cloud system and we all talk further about managing the evolution of…
 
RC Peck is the Chief Investment Officer at Fearless Wealth Corp. For twenty years, RC has challenged traditional investment ideas like the 60/40 split, diversification, and rebalancing. He noticed that an investor only needed to know two things and make decisions based on those two things as a more accurate approach than having someone look at thei…
 
Ron and Ed welcomed the author of The Automatic Customer, John Warillow. John's work has been a staple of the presentations that Ron and Ed have given on subscription-based pricing since the beginning. His nine models for subscription businesses lay the foundation for almost all subscriptions you will encounter. Join us for what promises to be an e…
 
Chris Hull is the Co-Founder and CPO at Otus. Otus is the first edtech platform to centralize learning management, assessment, and data for educators, students, and families. Chris was named a “20 To Watch” Educational Technology Leader by the National School Boards Association. Otus serves 160 unique school districts with over 1,000,000 monthly us…
 
Mike Couch has 20 years of marketing, sales, and technology experience bringing innovative solutions that drive value to enterprise organizations. Mike takes pride in being an early adopter of new technologies, pivoting and finding success through controlled failures. Mike is an avid writer and presenter at multiple conferences. His focus on levera…
 
An annual favorite, Ron and Ed talked about the best books they each read in 2020. Sometimes there is overlap, other times none. All book links are below including a special top 5 list that specifically includes authors interviewed on the show. Let’s start with a quote: “You don’t have to get people to burn books to destroy a culture. Just get peop…
 
Justin Hatch is the co-founder and CEO of Reach Reporting; the leading visual reporting software on the market. Hatch is an industry expert in business management, specializing in software development and financial reporting. Reach Reporting, awarded the 2020 Best Value and Ease of Use award from Capterra, provides a software that simplifies the co…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk to Dan Cousins, President of a long term Sage CRM specialist, My CRM Manager, based in Toronto, Canada. In this episode, Dan talks about getting customers on board with CRM and how he works with other Sage accounting partners to be their 'domain expert' for CRM…
 
Keith L. Craig is an international best-selling author, who recently published “Serving To Lead." Keith is also an Entertainment Executive that is currently working in Burbank, CA at Walt Disney Studios managing Central Division theatrical sales and distribution for Walt Disney Studios Motion Pictures. Prior to this, he served 32 years in the U.S. …
 
Ron and Ed were honored to welcome Virginia Postrel, author of The Fabric of Civilization: How Textiles Made the World. Virginia is also a columnist and speaker whose work spans a broad range of topics, from social science to fashion, concentrating on the intersection of culture, commerce, and technology. Writing in Vanity Fair, Sam Tanenhaus descr…
 
Patti Conrad serves as the chief financial officer of Zilker Media, an Austin-based agency building people-driven brands. As the CFO, Patti oversees the agency's financial, HR, and operational duties. Patti utilizes her experience in diverse business management practices, insight on big picture operations, and financial know-how to create the manag…
 
Rachel is the Chief Global Development Officer for High Rock Accounting and consults for several accounting technology partners. Rachel has over 20 years of experience in bookkeeping and accounting, with a number of those years running her own practice. She previously served as National Bookkeeping Lead for Deloitte and most recently was the Accoun…
 
Anne Janzer is the author of Subscription Marketing, and four other books on writing. In addition to being an award-winning author, Anne is an armchair cognitive science geek, nonfiction author coach, marketing practitioner, and blogger. She’s on a mission to help people spread important ideas through writing.…
 
Jim Ward founded BrainSell in 1994 with the goal of providing businesses with the insights and tools needed to thrive, even in challenging economies. Jim has spent more than 27 years helping businesses apply innovative sales and marketing techniques to improve their performance. Since then, Jim has built BrainSell into a dynamic growth enablement c…
 
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Danny Lewis, Founder & Owner of the UK's number 1 Sage CRM partner, QMulus Solutions. In this episode, we talk further about how his breadth of customers and examples of CRM in action plus why he has started making CRM components available that can benefit customer…
 
Herschel Frierson is a Managing Director with Crowe LLP with over 23 years of experience and is the 27th Chairman of the Board of Directors with the National Association of Black Accountants. He has done governmental consulting and general consulting. His work has involved analysis of cash flows for various governmental units in preparation for pro…
 
Bryan Clayton is the CEO and co-founder of GreenPal, an online marketplace that connects homeowners with local lawn care professionals. GreenPal has been called the “Uber for lawn care” by Entrepreneur magazine and has over 100,000 active users completing thousands of transactions per day. Bryan‘s interest and expertise are related to entrepreneuri…
 
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